See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,890 | $176,812-78.0% | $146,665-73.5% | $167,490-76.8% |
| Participation rate | 45.5% | 83.6%-38.2pp | 80.1%-34.6pp | 82.1%-36.7pp |
| Annual return | 17.04% | 24.03%-7.0pp | 22.74%-5.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $1,297 | $5,160-74.9% | $4,136-68.6% | $4,837-73.2% |
| Participant deferral / active EE | $4,375 | $6,440-32.1% | $5,506-20.5% | $6,341-31.0% |
| Admin fee / account holder | $77 | $13,259-99.4% | $10,280-99.2% | $12,309-99.4% |